Sage Financial Management Group, Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Sage Financial Management Group, Inc.
- $313 Million
- Q3 2025
A detailed history of Sage Financial Management Group, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 619,682 shares of BIV stock, worth $48.3 Million. This represents 15.45% of its overall portfolio holdings.
Number of Shares
619,682
Previous 600,438
3.2%
Holding current value
$48.3 Million
Previous $46.4 Million
4.2%
% of portfolio
15.45%
Previous 16.06%
Shares
14 transactions
Others Institutions Holding BIV
# of Institutions
1,049Shares Held
215MCall Options Held
8.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA24.3MShares$1.89 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.6MShares$1.53 Billion0.47% of portfolio
-
Northwestern Mutual Wealth Management CO9.91MShares$772 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY9.01MShares$702 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio